C3.ai, Inc. (NYSE: AI) Q4 2025 Earnings Call | 5/29/2025

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C3.ai, Inc. (NYSE: AI) reported strong Q4 2025 results on May 29, 2025, with revenue rising 26% year-over-year to $108.7 million, slightly ahead of expectations. Subscription revenue grew 9% to $87.3 million, and the company maintained a robust non-GAAP gross margin of 69%. The quarterly non-GAAP loss per share narrowed to $0.16, beating the forecast by $0.04, while positive free cash flow of $10.3 million marked a notable improvement in operational efficiency. For the full fiscal year, revenue climbed 25% to $389.1 million, with accelerating growth for the third consecutive year and subscription revenue accounting for 84% of the total. C3.ai closed 264 agreements in FY25—a 38% increase from the prior year—and expanded key partnerships, notably renewing its alliance with Baker Hughes in the oil and gas sector. The company ended the quarter with $742.7 million in cash and equivalents, providing a strong capital base for continued investment and innovation. Looking ahead, C3.ai guided Q1 FY26 revenue to $100–$109 million and full-year FY26 revenue to $447.5–$484.5 million, with a target of achieving non-GAAP profitability in the second half of FY27 and free cash flow positivity by Q4 FY26. Management highlighted C3.ai’s leadership in turnkey enterprise AI solutions, ongoing momentum in generative AI applications, and a clear path to scale-driven profitability. Despite persistent net losses and macro uncertainties, the company’s strong top-line growth, improving cash flow, and deepening strategic partnerships position it well for future expansion. About Inside Ticker: For more expert analysis and real-time updates on C3.ai, Inc. (NYSE: AI) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #C3ai #AI #EarningsCall #Q42025 #EnterpriseAI #GenerativeAI #StockMarket #Investing #InsideTicker